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Vanguard S&P 500 ETF

2,371 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 989 increasing their positions, 815 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.39%
Holding in Top 10
555
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+7.35%
% of All Funds
8.75%
New
205
Increased
989
Reduced
815
Closed
88
Calls
$836M
Puts
$574M
Net Calls
+$262M
Net Calls Change
+$35.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WGCA
1951
Wolf Group Capital Advisors
Virginia
$397K
DBT
1952
Dubuque Bank & Trust
Iowa
$396K -$105K -258 -21%
PCMF
1953
Private Capital Management (Florida)
Florida
$395K +$395K +970 New
PAMG
1954
Patton Albertson Miller Group
Tennessee
$394K -$200K -492 -34%
KIG
1955
Kowal Investment Group
Wisconsin
$394K +$37.9K +93 +11%
EL
1956
Essex LLC
Illinois
$394K -$83.1K -204 -17%
FTDI
1957
First Trust Direct Indexing
Massachusetts
$393K -$1.22K -3 -0.3%
WCWM
1958
Willow Creek Wealth Management
California
$393K +$393K +965 New
SCM
1959
SOL Capital Management
Maryland
$393K -$15.9K -39 -4%
SDAM
1960
Shulman DeMeo Asset Management
New York
$393K +$56.6K +139 +17%
TCM
1961
Towercrest Capital Management
Pennsylvania
$393K +$151K +371 +63%
QPWM
1962
Quadrant Private Wealth Management
Pennsylvania
$393K +$409 +1 +0.1%
TCM
1963
Tradewinds Capital Management
Washington
$392K -$157K -385 -29%
TW
1964
TrinityPoint Wealth
Connecticut
$391K -$54.6K -134 -12%
OIS
1965
Okabena Investment Services
Minnesota
$390K -$20.4K -50 -5%
EIA
1966
Eldridge Investment Advisors
New Hampshire
$388K
AWP
1967
Accretive Wealth Partners
New Jersey
$387K
AA
1968
Addison Advisors
Vermont
$386K
SCA
1969
Stonebridge Capital Advisors
Minnesota
$386K +$49.3K +121 +15%
OHWA
1970
Oak Hill Wealth Advisors
Virginia
$385K
RIP
1971
RAM Investment Partners
Washington
$385K -$1.63K -4 -0.4%
LFA
1972
LGT Financial Advisors
Texas
$384K +$384K +943 New
SW
1973
SMART Wealth
Nebraska
$383K -$17.1K -42 -4%
MJRIC
1974
Mogy Joel R Investment Counsel
California
$382K -$21.2K -52 -5%
CCG
1975
Coastwise Capital Group
California
$382K